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Kevin Eugene Kearney

Coordinated Capital Securities, Inc.

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About Kevin Eugene Kearney

Kevin Kearney is an active Registered Representative and Investment Adviser Representative with Coordinated Capital Securities, Inc. with 30 years of experience in the industry. Kevin has been registered with the firm since 1999. Prior to that, he was affiliated with H.D. Vest Investment Securities, Inc., ISFA Corporation, Coordinated Capital Securities of WI Inc., The Lincoln National Life Insurance Company, Lincoln National Pension Insurance Company and Mutual Service Corporation. Kevin is licensed to provide investment advice in California, Illinois, Indiana, Texas and Wisconsin.

Firm Information

Kevin Kearney is currently registered with Coordinated Capital Securities, Inc.. Coordinated Capital Securities, Inc. is a Wisconsin-based corporation that offers a variety of investment advisory services, including financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and other services. With a strong presence across the United States, the firm has been serving clients since 1982 and boasts a team of 41 registered representatives and 20 investment advisor representatives. They currently manage over $145 million in assets, primarily for high-net-worth individuals and other individuals.
Coordinated Capital Securities, Inc.

229 S MAIN STREET

FORT ATKINSON, WI 53538

$145.66M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Kearney’s Registration & Firm History

WI

02/09/2024 - Present

Coordinated Capital Securities, Inc. (WAUNAKEE WI)

TX

01/07/1999 - 05/03/1999

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

WI

10/27/1988 - 08/26/1989

ISFA CORPORATION (APPLETON WI)

NA

09/21/1987 - 10/13/1988

COORDINATED CAPITAL SECURITIES OF WI INC.

NA

10/22/1985 - 11/03/1987

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

NA

10/22/1985 - 10/15/1987

LINCOLN NATIONAL PENSION INSURANCE COMPANY

NA

11/22/1983 - 09/29/1987

MUTUAL SERVICE CORPORATION

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Licenses & Designations

BOTH

Issued 12/10/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/19/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Eugene Kearney.
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